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Vestmark Advisory Solutions’s iShares Dow Jones US ETF IYY Stock Holding History

Vestmark Advisory Solutions’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$213K Buy
+1,170
New +$206K ﹤0.01% 1405
2025
Q4 		– Sell
-2,716
Closed -$441K – 1263
2025
Q3 		$441K Buy
+2,716
New +$425K 0.01% 724

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Vestmark Advisory Solutions's IYY Position: Q2 2026 in Review

Vestmark Advisory Solutions opened a new position in iShares Dow Jones US ETF (IYY) in Q2 2026: 1,170 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1405 among its holdings. This is a return to the name: Vestmark Advisory Solutions previously reported a position in IYY as recently as Q3 2025.

Vestmark Advisory Solutions first reported a position in IYY in Q3 2025 and has held it in 2 quarters since. The position peaked at $441K in Q3 2025. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Vestmark Advisory Solutions held 1,170 shares of iShares Dow Jones US ETF worth $213K as of Q2 2026.
  • iShares Dow Jones US ETF was a new Vestmark Advisory Solutions position in Q2 2026.
  • iShares Dow Jones US ETF made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1405 holding.
  • Vestmark Advisory Solutions first reported a position in iShares Dow Jones US ETF in Q3 2025 and has held it in 2 quarters since.
  • Vestmark Advisory Solutions's iShares Dow Jones US ETF position peaked at $441K in Q3 2025.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.